Saved Searches are a powerful tool within NetSuite that allow users to view aggregated business data in the form of an easily readable, reusable list.

While the list itself is dynamically updated whenever a change is made to the database, the data that fills out the columns on the list usually provides static information (i.e. plaintext) along with the occasional hyperlink to a record or related record.

However, by making use of the powerful filter and result column parameter options available, one can perform more advanced actions directly from the Saved Search result list.

In the previous post, we covered how to create an actionable link within a Saved Search. As mentioned, there was a limitation to it. In this post, we will cover how to address the limitation.

Dynamically Display Related Record URL Hyperlink for Multiple Record Types in a Saved Search

The limitation in the previous post’s example is that it only works if there is only one Created From record type, in this case a Quote record. What if there are multiple applicable record types? Look at the following sample result set.

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In the above example, there are now two types of records from which a Sales Order can be created from, a Quote record and an Opportunity Record. The previous solution would not work in this case, as the NetSuite URL we are using to create a hyperlink for is specific for a Quote record. However, the built in SQL capabilities found within the Formula columns can be used to rectify this new use case.

 

Step 1:

Open the Saved Search in edit mode and navigate to the Formula (Text) field that was created earlier.

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Step 2:

Replace the HTML code within the formula field with the following:

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The above code uses SQL statements to dynamically select which URL type to use, either a Quote record URL or an Opportunity record URL, depending on the type of record returned from the {createdfrom.type} field value for each result row. The following should now be the result of the Saved Search.

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While the formula we used above resolves the issue brought up in the hypothetical use case, this functionality can be further extended to even more record types! All you have to do is simply add in extra ‘WHEN-IN-THEN’ statements to the formula we created in Step #2 with the record type and the record type’s NetSuite URL.

Keep an eye out for the next part of this series, where we will be covering how to preform native NetSuite button actions directly from a Saved Search!

To learn more about how your business can benefit from using Advanced NetSuite Saved Search functionality,  PLEASE FEEL FREE TO CONTACT US!

About ABACI:

ABACI is a premier NetSuite Solution Provider that provides deep knowledge in both business process and technology architecture. Our team is passionate about NetSuite and has an exclusive commitment to NetSuite. We pride ourselves on providing the highest level of system expertise on its full suite of cloud-based business management applications.